This catalog is used for storing individual document types. The data from this catalog are used for the individual documents. To make this catalog available, please enable the ‘HR & Payroll’ options section (see par. Sections settings).

To access the catalog, go to the ‘HR & Payroll’ section (see figure below).

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The schematic showing how to access the ‘Individual Document Types’ catalog

By default, the system has several document types that can be edited. To edit a document type, double-click the line with its name or click the line and press the ‘More’ button located in the right toolbar. Then select ‘Edit’ from the drop-down list. You can right-click the line instead of pressing the ‘More’ button. To learn more about editing, see par. Create and edit individual document types.

As the list is filled and for convenience of work, you can change its display settings. Press the ‘More’ button in the catalog right side toolbar and select ‘Configure list...’ from the drop-down list. To learn more about the lists display settings, see par. Work with the item list.To access this master data, go to: HR & Payroll > See also > Document Types of Individuals.

This master data is available only if the HR and Payroll module is enabled.

This master data includes a list of available types of personal documents providing which by individuals is required for their employment and which can be stored in the system.

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The Individual Document Types list

Initially, the list includes the following document types: Passport, Work Permit, Driver License, Birth Certificate, Military Card, and Officer Identification Certificate. You can add new document types if needed.

The toolbar buttons

To create a new document type, click Create on the toolbar. For more information, refer to Adding a Document Type. For description of other buttons, refer to List toolbar. 

See also